Church Reports
SoapBox provides comprehensive reporting to help you understand your church’s health, share information with leadership, and make data-driven decisions.Accessing Reports
Go to Admin > Reports to access the reporting center.Report Categories
Membership Reports
Member Roster
Complete list of all members with details.
New Members
Recently joined members.
Demographics
Age, location, family status breakdown.
Engagement
Member activity and participation levels.
Giving Reports
| Report | Description |
|---|---|
| Giving Summary | Total giving by time period |
| By Fund | Breakdown by giving fund |
| By Donor | Individual giving history |
| Recurring Report | Active recurring gift summary |
| Donor Retention | New, retained, and lapsed donors |
Group Reports
- Group roster
- Attendance tracking
- Leader engagement
- Connection percentage
- Group health scores
Event Reports
- Event attendance
- RSVP vs. actual
- First-time visitors
- Volunteer participation
- Event trends
Volunteer Reports
- Volunteer hours
- Serving frequency
- Ministry participation
- Training completion
- Background check status
Running Reports
Basic Report
1
Select Report
Choose from available report types.
2
Set Parameters
Choose date range and filters.
3
Generate
Click Run Report.
4
View/Export
Review on screen or export.
Report Filters
Narrow your data:- Date range
- Campus
- Group/ministry
- Member status
- Custom fields
Sorting
Order your results:- Alphabetical
- By date
- By amount
- By activity level
- Custom sort
Exporting Reports
Export Formats
| Format | Best For |
|---|---|
| Printing and sharing | |
| Excel | Further analysis |
| CSV | Data imports |
| Google Sheets | Collaborative editing |
Export Options
- Full report
- Selected columns only
- Filtered data only
- Summary vs. detail
Custom Reports
Building Custom Reports
Create reports specific to your needs:- Go to Reports > Custom
- Click New Report
- Select data source (members, giving, events, etc.)
- Choose columns to include
- Add filters
- Set sorting
- Save report
Saved Reports
Save frequently used reports:- Name your report
- Save filter settings
- Run anytime with one click
- Share with team
Report Templates
Start from templates:- Board report template
- Staff meeting template
- Ministry review template
- Year-end summary
Scheduled Reports
Automating Reports
Set up regular delivery:- Open a report
- Click Schedule
- Set frequency (daily, weekly, monthly)
- Choose recipients
- Select format
- Save schedule
Delivery Options
- Email attachment
- Email link
- Dashboard delivery
- Slack/Teams integration
Common Schedules
| Report | Frequency | Recipients |
|---|---|---|
| Giving Summary | Weekly | Finance team |
| New Members | Daily | Pastoral staff |
| Attendance | Weekly | Ministry leaders |
| Board Summary | Monthly | Board members |
Sharing Reports
Access Control
Control who sees what:- By role (admin, staff, leader)
- By person
- By campus
- Time-limited access
Board Reports
Prepare leadership reports:- Executive summary
- Key metrics
- Trend analysis
- Action items
Ministry Reports
Share with ministry leaders:- Relevant data only
- Actionable insights
- Goal tracking
- Comparison data
Financial Reports
Giving Statements
Generate for donors:- Individual statements
- Bulk generation
- Year-end statements
- Custom date ranges
Accounting Reports
For bookkeeping:- Transaction detail
- Fund totals
- Batch reports
- Reconciliation data
Budget Tracking
Compare to goals:- Budget vs. actual
- Variance analysis
- Projection reports
- Fund balance
Compliance Reports
Background Checks
Track screening status:- Current/expired
- Pending
- Requiring renewal
- Missing checks
Training Compliance
Track required training:- Completion status
- Expiring certifications
- Outstanding requirements
- By ministry area
Audit Reports
For accountability:- User activity logs
- Data change history
- Access reports
- Security events
Report Best Practices
Report What Matters
Report What Matters
Focus on metrics that drive decisions. Too much data is overwhelming.
Consistent Timing
Consistent Timing
Run reports at the same time each period for accurate comparison.
Verify Data
Verify Data
Spot-check reports for accuracy, especially before sharing widely.
Tell a Story
Tell a Story
Don’t just share numbers. Explain what they mean and why they matter.
Secure Sensitive Data
Secure Sensitive Data
Giving and personal data should be carefully controlled.
Archive History
Archive History
Keep historical reports for year-over-year comparison.
Troubleshooting
Common Issues
Report runs slowly:- Narrow date range
- Reduce columns
- Run during off-hours
- Check filters
- Verify date range
- Compare to source data
- Check permissions
- Search by name
- Check archived reports